For cash-advance broker shops
Thecommandcenterforyourbrokershop.
Ai MCA Shop reads every bank statement and application the moment a lead arrives — then routes each merchant to the right agent with the first text already drafted. Your team closes deals instead of typing notes.
Currently in early access. Email us at hello@aimcashop.com and we'll get you onboarded personally.
Running a broker shop shouldn't mean drowning in data entry.
Leads arrive in five different formats.
Email attachments, ZIP archives, CSVs from buyers, Drive links. Every batch needs to be unpacked, read, and entered before anyone can pick up the phone.
Statements take an hour each to digest.
Find the deposit total, the account number, the period. Decide what's missing. Tag the funder grade. Multiply by 50 leads in a batch.
Agents call the wrong people first.
Without smart routing, the best lead sits in someone's inbox while a low-revenue lead gets called five times. Top agents stall on bad fits.
Conversations live in three places.
Texts on a personal phone, emails in a shared inbox, notes in someone's head. The next agent has no idea what's been said.
The product
One workspace. Every lead. Every conversation.
Built specifically for MCA brokers — not a generic CRM bent into shape. Every feature was designed around how a shop actually works.
AI reads every document.
- Bank statements → monthly revenue, account number, period — extracted automatically.
- Applications → owner name, EIN, DOB, contact info, ownership %, mapped to your shop's form.
- Handles ZIPs of 50+ merchants. Each lead is fundability-graded the moment it lands.
Smart agent routing.
- Auto-assigns each lead by agent capacity and revenue range.
- The first introduction text goes out the moment a lead is deployed — to every number on file.
- Bulk-reassign with one click when an agent leaves or underperforms.
One conversation hub.
- Per-phone text threads — no more guessing which number you're replying to.
- Built-in dialer with cold-call scripts pulled from your shop's templates.
- Notes, follow-ups, and missed calls all stitched into the same lead file.
How it works
Three steps from lead to deal.
Hook up your lead inbox.
Forward your buyer emails to your Ai MCA Shop address, or drag a CSV/ZIP onto the upload button. We unpack everything for you.
Hit Deploy.
AI extracts the data. Each merchant gets a fundability grade. We route them to the right agent and fire the first text to every number on file.
Close more deals.
Agents work straight from the dialer and conversation hub. You watch the pipeline by stage. Reassign, follow up, ship to funders — all from one screen.
Built for how shops actually work
Safety and compliance, baked in.
Opt-out is automatic.
When a recipient texts STOP, UNSUBSCRIBE, or any standard opt-out keyword, that number is removed from outreach for that lead. No agent action required.
Wrong-number flags propagate.
Mark a number wrong once and every future deploy + manual send skips it — for that lead and every agent who works it.
Mistakes are recoverable.
Delete a lead or a whole batch and you have 7 days to restore it before it's permanently gone. The undo button you wish every tool had.
Every text knows its number.
Three numbers on file = three threads. The composer literally tells you which one you're replying to. No more accidental cross-sends.
Ready to stop typing and start closing?
Currently onboarding shops one at a time so we can tailor the system to how each one already works. Drop us a line and we'll set up a quick demo on a real batch of your leads.